Clearmargin
GuidesClients & Contacts

Archive a Client

Archive a client to hide them from active lists without deleting data.

Archive a client to hide them from active lists without deleting data.

Steps

  1. Go to "Clients" in the sidebar (/dashboard/clients).
  2. Click on the client to open their detail page.
  3. Click "Edit" to go to the edit form (/dashboard/clients/[id]/edit).
  4. Scroll to the status field or the danger zone section.
  5. Change the client status to "archived".
  6. Save the change — the client is now hidden from active client lists.
  7. Archived clients and their data are preserved and can be unarchived if needed.

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